When it comes to money, everyone has different goals and priorities. Some people want to save for a rainy day, others want to buy a home or retire comfortably. Whatever your financial goals may be, working with a financial adviser can help you get there.
A financial adviser is a professional who can help you understand your options and make the best choices for your unique situation. They can help you plan for your short- and long-term financial goals, and they can offer advice on investing, saving, and spending.
Financial advisers can provide a more holistic approach to your finances. They can help you with everything from budgeting and saving to investing and retirement planning.
At Wealth Architects, our financial advisers is to help our clients take control of their finances and in turn their life through the provision of goals-based financial advice.
That means we base all of our advice on the wants and needs of our clients, taking into consideration their current financial situation, their income and their future plans.
Trigger Points: Why would you consider seeing a financial planner
There are many reasons why you might want to seek out the help of a financial adviser. Here are a few of the most common ones:
You want to save for retirement
- You want to invest your money
- You want to buy a home
- You want to pay off debt
- You want to plan for your family’s financial future
- You want to protect your assets
- You are going through a major life change, such as getting married, having a baby, or getting divorced.
- You are starting/selling a business
- You have inherited a sizeable sum of money
- You have started a new job with a six-figure salary
If any of these apply to you, then working with a financial adviser can be a smart move. A financial adviser can help you understand your options and make the best choices for your unique situation.
At Wealth Architects, we do more than just advise for your current circumstances. We take the time to understand your future goals and plans and ensure that our advice is tailored to helping you make those goals a reality.
How COVID19 has changed the way people think about money
The outbreak of COVID19 has been a major shock to the global economy. In the space of a few months, millions of people have lost their jobs and businesses have closed their doors.
In times of economic uncertainty, it’s more important than ever to have a solid financial plan in place. Many people are now turning to financial advisers for help in navigating these uncharted waters.
We have certainly seen this play out at Wealth Architects, as we see younger clients looking to secure their financial future.
We continue to see a number of retired clients who are concerned about the impact that extreme events from COVID to rising interest rates and recession fears are having on their capital.
A financial adviser can help you understand your options and make the best choices for your unique situation. They can also help you plan for your short- and long-term financial goals, and they can offer advice on investing, saving, and spending.
At Wealth Architects, we are here to help you weather the storm and come out the other side stronger than ever. We offer goal-oriented advice that is tailored to your unique wants and needs.
How a financial adviser from Wealth Architects can help
There are many ways in which our team of professional financial advisers can help you reach your financial goals. Here are just a few of the ways that we can help:
We can help you understand your options: With so many different financial products and services available, it can be hard to know where to start. A Wealth Architect dviser can help you understand your options and make the best choices for your unique situation.
We can help you plan for your future: We will work with you to develop a comprehensive financial plan that takes into account your short- and long-term goals. We will also review your plan on a regular basis to make sure it is still on track.
We can help you invest your money: If you’re not sure where to invest your money, how to effectively structure for tax, a financial adviser can offer guidance. We can also help you manage your investment portfolio and make sure it is performing as well as it should be.
We can help you protect your assets: We can help you insure your home, your car, and your life. We can also help you create a will or trust to make sure your loved ones are taken care of in the event of your death.
Wealth Architects – Goals-based advice tailored to your wants and needs
At Wealth Architects, we offer goal-oriented advice that is tailored to your unique wants and needs. We understand that everyone’s financial situation is different, which is why we offer a personalized approach to financial planning.
We take the time to get to know you and your goals. We then develop a comprehensive financial plan that takes into account your short- and long-term goals. We also review your plan on a regular basis to make sure it is still on track.
Our process revolves around five key pillars:
DISCOVERY | DESIGN | BUILD | PROJECT MANAGE | ONGOING PARTNERSHIP
If you’re looking for help in achieving your financial goals, we encourage you to get in touch with us today. We would be happy to discuss your unique situation and develop a tailored plan to help you reach your goals.
Disclaimer: The content of this article is general in nature and is presented for informative purposes. It is not intended to constitute financial advice, whether general or personal nor is it intended to imply any recommendation or opinion about a financial product. It does not take into consideration your personal situation and may not be relevant to circumstances. Before taking any action, consider your own particular circumstances and seek professional advice. This content is protected by copyright laws and various other intellectual property laws. It is not to be modified, reproduced or republished without prior written consent.